iShares S&P SmallCap 600 Index shares owned by Summit Place Financial Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Summit Place Financial Advisors
from 13F filings
Historical chart of Summit Place Financial Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Summit Place Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.2M | 29k | 108.25 |
| 2023-09-30 | $2.6M | 27k | 94.33 |
| 2023-06-30 | $2.6M | 26k | 99.65 |
| 2023-03-31 | $1.9M | 20k | 96.70 |
| 2022-12-31 | $1.7M | 18k | 94.64 |
| 2022-09-30 | $1.9M | 22k | 87.18 |
| 2022-06-30 | $3.1M | 34k | 92.41 |
| 2022-03-31 | $3.0M | 28k | 107.88 |
| 2021-12-31 | $3.0M | 26k | 114.52 |
| 2021-09-30 | $2.8M | 26k | 109.20 |
| 2021-06-30 | $2.6M | 23k | 112.99 |
| 2021-03-31 | $1.8M | 16k | 108.51 |
| 2020-12-31 | $255k | 2.8k | 91.76 |
| 2019-12-31 | $2.6M | 31k | 83.85 |
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